港股泡泡玛特午后涨近6%，成交额超20亿港元。 ...

港股泡泡玛特午后涨超5%，成交额超20亿港元。 无需港股通，A股账户就能T+0买港股>> ...

智通财经6月4日电，泡泡玛特午后快速拉升，现涨超5%，成交额超22亿港元。 ...

Core Viewpoint - Pop Mart has gained significant popularity overseas, evidenced by a recent incident in the UK where a large-scale brawl occurred over the limited edition Labubu toy, leading to the company's decision to halt sales in the UK [1]. Group 1: Company Performance and Market Reaction - Pop Mart's stock price surged, reaching a historical high of 235.6 HKD on June 3, with a market capitalization exceeding 310 billion HKD, reflecting a year-to-date increase of over 160% [3][4]. - Despite the stock's impressive performance, many retail investors express skepticism, believing it to be another bubble, while institutional investors have largely missed out on this capital feast [4][5]. Group 2: Investment Strategies and Challenges - Institutional investors have struggled to adapt to the changing consumer landscape, often entering and exiting positions at inopportune times, leading to significant losses [6][7]. - The traditional investment mindset, focused on established metrics like brand strength and cash flow, has hindered many fund managers from recognizing the potential of Pop Mart's innovative business model [8][12]. Group 3: New Consumer Trends and Future Outlook - Pop Mart's success is attributed to its unique IP creation model, which has allowed it to generate significant revenue from overseas markets, with international sales projected to reach 30% by mid-2024 [9][10]. - The company has effectively tapped into the emotional and identity-driven consumption trends of the Z generation, which is expected to control 27% of global disposable income by 2025 [15][16]. - The shift in consumer preferences towards emotional fulfillment and collectible items indicates a broader transformation in the consumption landscape, challenging traditional investment paradigms [17]. Group 4: Market Dynamics and Risks - The concentrated ownership structure of Pop Mart, with the top 25 shareholders holding over 85% of shares, raises concerns about stock price volatility and market sensitivity to liquidity [16]. - Despite potential risks, the transition in consumption investment logic is seen as inevitable, with other brands also demonstrating the power of new consumer trends [17].

行业不会只有一个泡泡玛特，但都想压中下一个泡泡玛特。 继泡泡玛特、布鲁可之后，又一个潮玩公司——52TOYS递交IPO，赴港上市。 尽管在多个场合中，52TOYS称自己不想做泡泡玛特，但二者仍有许多相似之处：同处于风口的潮玩行业，同样做着IP生意的商业模式，甚至有着都选择 在"品牌建立10年"这个时间节点上市的巧合。 与泡泡玛特当初上市时大相径庭的是，如今提交招股书的52TOYS，备受资本市场的青睐，就连万达影业这种看似和潮玩不沾边的企业也参与了52TOYS 的融资。 这里面，有一部分是泡泡玛特的功劳。 这几年，labubu等头部潮玩IP给泡泡玛特带去几十亿的营收，不光让整个市场看到了IP生意翻倍增长的可持续性，更是让整个资本市场见识到了潮玩行业 的巨大潜力：当初那个不被资本们看好的泡泡玛特，今年市值屡创新高，如今甚至超过了安踏和小鹏。 对比起泡泡玛特，52TOYS足够幸运。 一个在于消费市场。 2020年12月，泡泡玛特在港交所成功上市，喜悦消息传来的另一面，便是外界对于泡泡玛特的潮玩IP生意充满了质疑。 这并不奇怪，当时的泡泡玛特，受众依旧仍在小众圈层，受众群体的局限，直接带来外界对于泡泡玛特商业模式增长 ...

港股新消费概念股继续走强，蜜雪集团(02097.HK)涨超4%，泡泡玛特(09992.HK)涨超3%，老铺黄金 (06181.HK)涨超1%，均再创历史新高。 ...

【Labubu爆红拉动泡泡玛特股价与业绩双升，背后商业模式受关注】Labubu虽鲜为人知，但实绩惊 人。它是明星收割机，全球明星自发带货；是高奢宠儿，亮相国际时装周，与爱马仕铂金包搭配堪 称"天作之合"；获泰国官方"神奇泰国体验官"称号；新品上线即售罄，全球门店常大排长龙。其盲盒原 价百元，二手市场溢价可达成百上千倍，部分联名款溢价1284%。Labubu的爆红拉动泡泡玛特股价一年 暴涨909%，市值一度突破3000亿港元，超GUCCI等奢侈品牌。2024年海外及港台业务营收50.7亿元， 同比增长375.2%，收入占比达38.9%，其中东南亚市场营收24.03亿元，增长619.1%。二级市场迅速跟 进，截至今年一季度末，182只基金重仓泡泡玛特，合计持股6079.24万股，去年一季度仅30只基金重 仓，合计持股4468.76万股。Labubu离不开盲盒机制。2024年全球盲盒市场规模达145.142亿美元，2024 - 2031年将以5.90%的复合年增长率扩张。盲盒的不确定性刺激大脑释放多巴胺，消费者像"赌博"般持 续购买。前景理论和社交媒体放大效应，使消费者高估抽中隐藏款概率，强化购买欲望。盲盒隐藏款、 ...

5月25日，「抖音绽放多元季」在香港维多利亚港璀璨开启，泡泡玛特旗下经典IP MOLLY参与盛典， 通过红毯走秀、LIVE演出、无人机光影秀及主题巴士等多元形式，为现场观众了呈现一场融合科技、 艺术与城市文化的IP视听盛宴。 来源：大众网 作为泡泡玛特的经典IP之一，MOLLY已经诞生了19年，除了早期小画家形象外，还沉淀出了ROYAL MOLLY、SPACE MOLLY和BABY MOLLY等更多元的形象，为消费者带来了更丰富的IP消费体验。泡 泡玛特相关负责人表示，"选择MOLLY不仅因其庞大的粉丝基础，我们更看重她作为文化符号的跨界张 力。此次合作不仅能为香港文旅产业注入新动能，更能持续探索IP的多元化表达，不断加深IP与粉丝之 间的情感连接。" 在「抖音绽放多元季·闪耀维多利亚港」活动上，MOLLY化身红毯女明星，从维港星光大道开启了最为 瞩目的红毯大秀，成为了首个登上星光大道的潮玩IP形象。在随后开始的LIVE演出上，MOLLY带来了 独家策划节目《Bubbling up》，为现场送上了甜美舞蹈。此外，MOLLY也在维港夜空的无人机大秀中 出现，MOLLY在维港的夜空中挥舞着手臂，仿佛在向这座城市挥 ...

Group 1 - The core initiative "Child's Heart, Child's Dream: Art Growth Plan" was launched by Pop Mart in collaboration with One Foundation to raise awareness about children's mental health and art education [1][2] - Pop Mart introduced the MEGA ROYAL MOLLY 400% product, designed by artist Kenny Wong, incorporating children's artwork to reflect their imaginative world [1] - The company committed to donating 500,000 yuan for special children's art education, psychological counseling, and material support, creating a positive cycle of "consumption equals charity" [1] Group 2 - The initiative aims for a systematic collaboration over 2-3 years, establishing a sustainable public welfare IP, emphasizing the importance of art in empowering charity [2] - Pop Mart organized an advocacy event for autism awareness, allowing children with autism to participate in painting, resulting in a collaborative artwork [2] - As a leading cultural entertainment group, Pop Mart focuses on integrating art creation with social responsibility, using trendy toys to bridge communication between special groups and society [2]

Group 1 - The core viewpoint of the article highlights that Pop Mart's stock price has increased by over 2% during trading, reaching a new high, with a trading volume exceeding 1.6 billion HKD [1]